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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,772,382 | $331,967+1638.8% | $158,223+3548.3% | - |
| Participation rate | 0.0% | 50.0%-50.0pp | 79.2%-79.2pp | - |
| Annual return | 10.55% | 9.74%+0.8pp | 52.09%-41.5pp | - |
| Employer contribution / active EE | $0 | $996-100.0% | $4,109-100.0% | - |
| Participant deferral / active EE | $0 | $1,868-100.0% | $5,467-100.0% | - |
| Admin fee / account holder | $256,615 | $145,493+76.4% | $16,047+1499.1% | - |